Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47328.17 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45933.19 Kr¶
PnL: ---------------------------------------> -955.38 Kr¶
DD now: ---------------------------------> -2.677 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 11:59:48.233698'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | 15.380000 | 798.000000 | 125.000000 | 18.570000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.330000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| SAAB B | 8 | 1.240000 | 3450.400000 | 73.400000 | 2.170000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.310000 | 390.800000 | 35.800000 | 10.080000 | 355.000000 |
| Intrum | 4 | 6.040000 | 562.200000 | 35.200000 | 6.680000 | 527.000000 |
| AcadeMedia | 12 | -0.570000 | 582.240000 | 25.240000 | 4.530000 | 557.000004 |
| Corem Property Group B | 59 | -2.770000 | 600.030000 | 23.030000 | 3.990000 | 576.999999 |
| Resurs Holding | 22 | -1.390000 | 593.560000 | 19.560000 | 3.410000 | 573.999998 |
| Eastnine | 4 | 0.800000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | 1.870000 | 556.480000 | 13.480000 | 2.480000 | 543.000000 |
| Boozt | 12 | -0.220000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.550000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Swedbank A | 3 | -1.010000 | 573.900000 | 9.900000 | 1.760000 | 564.000000 |
| OEM International B | 7 | -0.130000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Securitas B | 6 | -0.500000 | 575.880000 | 5.880000 | 1.030000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.070000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.390000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| CTEK | 13 | -0.490000 | 526.500000 | -7.500000 | -1.400000 | 533.999999 |
| Handelsbanken A | 5 | -1.250000 | 533.000000 | -13.000000 | -2.380000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.870000 | 3438.820000 | -15.180000 | -0.440000 | 3453.999992 |
| Midsona B | 63 | 1.010000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Essity B | 2 | -3.970000 | 537.000000 | -37.000000 | -6.450000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.900000 | 547.500000 | -47.070000 | -7.920000 | 594.565215 |
| Essity A | 4 | -3.220000 | 1082.000000 | -67.000000 | -5.830000 | 1149.000000 |
| Vivesto | 1368 | 2.150000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Beijer Electronics Group | 26 | -7.620000 | 2901.600000 | -69.400000 | -2.340000 | 2971.000006 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.580000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| OX2 | 18 | 1.280000 | 1421.100000 | -242.900000 | -14.600000 | 1663.999992 |
| Axfood | 13 | -2.980000 | 3469.700000 | -286.300000 | -7.620000 | 3756.000001 |
| Ovzon | 52 | 0.750000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 45933.190000 | -955.380000 | -2.67679% | 46888.564618 |
Updated:¶
'2023-01-26 12:00:01.363401'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
